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Member Benefits

Member Benefits

Young Advisors Team (YAT) is designed especially for those who are age 40 and younger, or who have less than 5 years in the insurance and financial services field. YAT’s mission is to "serve the needs of NAIFA’s 40 and under advisors, and those within their first five years in the industry, by providing the resources to succeed in the financial services industry. " Check out the YAT page on the NAIFA website.

Professional Development is critically important in an age of increased consumer needs and knowledge. You have to set yourself a part by showing you are committed to your profession and career by gaining the additional training, education and knowledge that enhance your skills and services. NAIFA and The American College offer NAIFA members discounts on some of the best recognized training programs in the country. Earn professional designations including LUTCF, ChFC, CLU®, CFP™ and the new FSS (Financial Service Specialist).

Learn more at

Leadership in Life Institute (LILI) is a state-run leadership training program that helps you enhance and expand the skills that make you an effective leader - in your personal and professional life. The intensive curriculum is presented in six one-day sessions, over a six month period.

For more information, go to or call the NAIFA California office at (916) 646-8600.

Advisor Today is the official monthly magazine of NAIFA that all NAIFA members receive as part of their annual membership dues. Offering up practical and proven sales ideas, industry news updates, and latest in trends to watch, Advisor Today also provides e-TIPs right to your email. Check out .

NAIFA Preferred Providers Program offers a broad array of exclusive discounted services and products that will enhance your bottom line - errors and omissions insurance, customized websites, financial newsletters, office product savings, travel rewards and more. Check out for more information on the NAIFA Preferred Providers Program.

Million Dollar Round Table (MDRT) is the premier association for top producers in the financial service industry from around the world. Not only can you fulfill the professional membership requirements for MDRT but you can purchase MDRT practice-building materials through their website at

To learn more about other NAIFA member benefits and resources, please visit the NAIFA website at, or call the Member Service center at (877)866-2432 or email

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